What is BigBear.ai's change in deferred revenue?

BigBear.ai (BBAI) reported change in deferred revenue of -$3.45M in Q1 2026.

How has BigBear.ai's change in deferred revenue changed year-over-year?

BigBear.ai's change in deferred revenue decreased by 824.8% year-over-year, from $476K to -$3.45M.

What does change in deferred revenue mean?

Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.

BigBear.ai BBAI Change in Deferred Revenue

Change in Deferred Revenue at other companies

MicrosoftMSFT

-$166M+83.9%

AmazonAMZN

$355M-51.2%

Palantir Technologies Inc.PLTR

$112.39M+499%

Voyager Technologies, Inc.VOYG

-$7.42M-41.0%

Leonardo DRS, Inc.DRS

$55M-19.1%

OSI SystemsOSIS

$19.3M+226%

Other financials

Income statement

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Revenue$34.4M-0.9%

Gross profit$11.7M+58.6%

Operating income-$24.3M-14.4%

Net income-$56.8M+8.4%

EPS (diluted)-$0.12+52.0%

Balance sheet

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Cash & equivalents$106.7M-0.8%

Total debt$24.1M-78.3%

Total equity$790.4M+300%

Total assets$861.7M+117%

Cash flow

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Operating cash flow-$18.0M-170%

CapEx$319.0K+299%

Free cash flow-$18.3M-172%

Valuation

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Market cap$1.81B+103%

Enterprise value$1.72B+91.9%

P/S14.2×+8.6×

Profitability

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Gross margin25.8%-2.8pp

Operating margin-170.4%-231pp

Net margin-226.7%+310pp

FCF margin-42.4%-263pp

Returns & leverage

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Return on equity-58.4%-21.1pp

Debt / equity0×-0.5×

Current ratio6.1×+4.4×

Where this comes from

Reported directly by BigBear.ai in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: BigBear.ai’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is BigBear.ai's change in deferred revenue?: BigBear.ai (BBAI) reported change in deferred revenue of -$3.45M in Q1 2026.
How has BigBear.ai's change in deferred revenue changed year-over-year?: BigBear.ai's change in deferred revenue decreased by 824.8% year-over-year, from $476K to -$3.45M.
What does change in deferred revenue mean?: Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.